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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,160 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $44,832 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,821 | $54,245+172.5% | $93,727+57.7% | $77,762+90.1% |
| Participation rate | 90.6% | 63.9%+26.7pp | 68.7%+21.9pp | 70.6%+20.0pp |
| Annual return | 23.99% | 30.58%-6.6pp | 133.83%-109.8pp | 31.27%-7.3pp |
| Employer contribution / active EE | $5,385 | $1,168+361.2% | $2,421+122.4% | $2,728+97.4% |
| Participant deferral / active EE | $4,465 | $3,144+42.0% | $4,417+1.1% | $4,651-4.0% |
| Admin fee / account holder | $130 | $575-77.4% | $8,292-98.4% | $433-69.9% |